Is anyone bullish on Japan?
March 23 (Bloomberg) — Japanese households are sending funds overseas at the fastest pace since 2007 in search of higher yields as currency strategists predict the yen will slump 8 percent versus the dollar by the end of the year.
Households are buying Chinese stocks and record amounts of Brazilian bonds as [...]

Flows out of US stock funds resumed in February (via Morningstar):
January’s inflows into U.S. stock funds proved to be a brief respite, as flows turned negative once again in February. Last month, investors withdrew $3.7 billion from U.S. equity funds, for the fifth outflow in the last six months. During the last 12 months, $21.3 [...]

Although we’re in a bit of a correction right now, I remain basically bullish on stocks. I tend to favor the ones outside the US but even in the US, I think there are good reasons to remain bullish for now. Earnings are surprisingly good; productivity is rising as companies lay off workers and expand margins. And [...]